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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,903 | $155,555-16.5% | $146,866-11.5% | $155,188-16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.78% | 115.41%-106.6pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $7,708 | $4,647+65.9% | $4,425+74.2% | $4,248+81.5% |
| Participant deferral / active EE | $7,057 | $8,044-12.3% | $7,759-9.1% | $6,531+8.0% |
| Admin fee / account holder | $3,927 | $14,755-73.4% | $13,620-71.2% | $14,480-72.9% |